APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.11M 5.61%
207,957
+13,195
2
$7.03M 5.55%
64,963
+21,092
3
$5.69M 4.49%
238,132
+11,551
4
$5.2M 4.1%
89,456
5
$4.47M 3.52%
167,745
+3,859
6
$3.51M 2.77%
68,286
-54,779
7
$3.17M 2.5%
34,165
8
$2.86M 2.26%
40,100
9
$2.65M 2.09%
+23,954
10
$2.52M 1.99%
113,468
+3,401
11
$2.45M 1.94%
+79,715
12
$2.44M 1.92%
55,743
+3,740
13
$2.4M 1.89%
15,990
14
$2.23M 1.76%
45,012
15
$2.09M 1.65%
92,765
+5,772
16
$2.08M 1.64%
57,900
17
$2.07M 1.63%
59,678
+2,268
18
$1.97M 1.55%
35,848
+2,760
19
$1.89M 1.49%
17,365
20
$1.79M 1.41%
75,798
+4,768
21
$1.58M 1.24%
11,783
22
$1.57M 1.24%
32,944
+2,426
23
$1.25M 0.99%
7,208
24
$1.23M 0.97%
4,490
25
$1.2M 0.95%
15,377
1
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